You know what conclusion I draw from this? In a matter of only a few
short months, Tesla has gone from 0% market share to 100%. Not 99%.
100% -- in these parts of Silicon Valley anyway.

I can hear the complaints and objections already. "That's anecdotal.
Not enough sample size. You didn't look at every street 24/7. BMW and
Mercedes sell their flagships somewhere."

The complainers would be right. But I'm also right. I'm not
making this up. I'm only doing what analysts in New York are doing
when they comment "When I ride the N.Y. subway, the only tablet I see is
the iPad, no Android" -- or whatever the comparison may be.

What is the moral of this story? It is this: By my own account as an
extremely observant car nut, Tesla now has 100% market share in its
"home" market of some part of Silicon Valley. The fair climate makes
it an ideal place for an electric car, but 100%? Seriously? Tesla
isn't banking on getting even 20% of the $100,000 luxury sedan car
market.

In other words, if Tesla can quickly get to 100% market share in
Silicon Valley -- where over a million people live -- perhaps it can
get to 50% or whatever other decent number somewhere else. Even 10%
would be heroic. If Tesla gets anywhere close to a double-digit
market share number, it will have been an epic success.

As of today, there probably aren't much over 5,000 Teslas on the road
-- in the whole world. But it took only a few hundred of them to
prove to me that Tesla is getting to 100% market share at its
geographical tip of the spear -- Silicon Valley.

The beauty of an uneven distribution in the earliest phase of
deploying a new product is that we can see much further into the
future in at least some corner of the market. For Tesla, that future
is in its home market, and Tesla's competitors -- BMW 7-series and
Mercedes S-class -- had better watch out because the air just went out
of their sales balloons.

"Tesla already got to 100% market share" -- now that's a headline you
can take to the bank, unfair as it may be.

At the time of publication the author had a position in TSLA and AAPL.